Image of Home Logo

Latest News

Berdon at 100: Enhancing LI Services

LIBN Staff 07.08.2016 | Long Island Business News

Berdon LLP approaches its 100th year anniversary in 2017 as trusted advisors and accountants with a continued focus on enhanced services to the Long Island community.

 "We have established a high-level technical staff and professional team in our Long Island office," says Co-Managing Partner Mark Bosswick, CPA, J.D., LL.M. "We continue to focus on the real estate industry, where Berdon is recognized as a national service leader, and have launched a renewed focus on the manufacturing/distribution industries, which are so prevalent on the Island."

Berdon has a vested interest in Long Island.  In addition to the firm's office at One Jericho Plaza, many of the firm's members call Long Island home. Others who do not live on Long Island attended undergraduate or graduate school there. 

Berdon recently hosted The State of the Real Estate Industry on Long Island at Crest Hollow Country Club in Woodbury, where Berdon's professionals and industry panelists discussed an increase in development opportunities, public-private partnerships, and continued growth changing the local real estate landscape.

"We will continue to bring our technical expertise and industry knowledge to the Long Island market to share best practices, talk about industry trends, and share accounting and business advice that executives need to continue to grow in today's economy and competitive market," Bosswick said.

Co-Managing Partner Stuart Kotler, CPA, J.D., also noted that there are a number of family-owned businesses on the Island whose owners are approaching retirement. "Now is the time to talk about succession planning," Kotler said, adding that an upcoming event will focus on succession planning in the manufacturing/distribution industry.

Berdon has proven itself to be the advisor of choice to high net worth individuals and family-owned businesses for generations.  Other growth areas of the firm on the Island include valuation services, reflecting the large number of transactions in the market, as well as compliance and planning services to high net worth individuals and family offices.

On behalf of all of its clients, Berdon continues to live up to its promise to Listen. Solve. Do, taking the time to listen to its clients, develop meaningful solutions to their problems, and execute these plans. "Our goal," Kotler said, "is to help our clients as well as our professionals get to the next level and exceed their personal and professional expectations. We pride ourselves in doing this for our clients, as well as our own staff and the communities in which we work."

This high level of client service was demonstrated in a 2015 client satisfaction survey, in which Berdon's ratings were among the highest ever recorded by the independent research firm that conducts these surveys on behalf of public accounting firms nationwide. Specifically, Berdon scores those of all other firms surveyed in the key areas of client satisfaction, including People, Policies and Procedures, Range of Services, Quality of Service and Value of Service.

The firm's concentration of talent in Jericho and Manhattan combined with the collegial atmosphere of the firm, allows the firm to be nimble and responsive to client issues.

The firm's commitment to its professional team is reflected in its internal promise: Berdon Smart, Berdon Heart, Berdon Strong.

"We've always focused on continuing education through Berdon University as well as support for advanced degrees and certifications," Bosswick said.  "And we do our best to provide a quality environment for our personnel in Class A office space with a wide-ranging benefits program. Berdon Strong reflects the fact that we understand the importance of fitness and wellness and offer tools to help our professionals reach their personal and professional potential."

As we approach our Centennial," Kotler said, "we remain committed to strive for continuous improvement to help our clients grow and protect their wealth, and to further develop our own professionals.